Automatic Activity Logging to Salesforce
Capture every AI-handled call as a Salesforce Activity with summaries, transcripts, and recordings.
Automatically log every call handled by GoZupees AI agents to the appropriate Salesforce record with full context.
Integration Flow
The Challenge
Manual call logging is time-consuming and often incomplete. Sales reps forget to log calls or enter minimal notes, leaving gaps in customer interaction history.
Every call handled by GoZupees AI agents is automatically logged to Salesforce with comprehensive details including call summary, duration, outcome, transcript, and recording link.
How It Works
GoZupees AI agent handles the call
Call details are captured including duration, outcome, and transcript
AI generates a structured call summary
Activity is logged to the matching Salesforce record
Recording link is attached (if enabled)
Setup Overview
Under 30 minutes
Connect Salesforce to GoZupees
Configure Activity field mappings
Set transcript and recording preferences
Test with sample calls
Benefits
Salesforce Objects Updated
Activity
Who This Is For
Related Use Cases
Get Started with Salesforce
Ready to implement automatic activity logging to salesforce with GoZupees AI voice agents? Book a demo to see how we can help automate this workflow.